Quinn raises $11M in seed funding to expand its AI-driven wealthtech platform and accelerate growth. The funding round, led by Viola Fintech, will help Quinn scale its embedded financial advisory solution, enabling banks, brokerages, and fintech firms to deliver personalised financial advice directly within their platforms. Emerging from stealth, Quinn aims to democratize wealth management by overcoming the limits of traditional advisor-client models through advanced technology that generates comprehensive financial plans in seconds.
Democratizing Financial Advice through AI
Quinn, an AI-powered financial planning and advisory platform based in New York, has officially emerged from stealth mode with a mission to reshape how personalised wealth management is delivered. The company announced it has secured $11 million in seed funding, led by Viola Fintech with participation from existing investors.
This investment will drive Quinn’s efforts to make high-quality financial advice widely accessible and to help institutions provide tailored guidance at scale.
Advanced artificial intelligence drives Quinn’s platform, addressing the longstanding limits of traditional wealth management models globally. A single advisor typically serves around 100 clients, leaving millions without the financial support they need to succeed. This outdated model particularly affects middle-class and emerging investors, who struggle to access meaningful wealth management services.
Quinn tackles this gap by embedding real-time personalised financial guidance directly into financial institutions’ platforms using seamless API integration. The platform comes in embedded, co-branded, and white-label formats, giving institutions flexibility to deploy tailored solutions.
Key Features and Impact on Financial Advisors
Industry veterans with over 15 years of fintech expertise and 20 years in machine learning founded Quinn to scale professional financial advice. They built the platform to ensure advice remains reliable while meeting growing demand for customised financial planning services. Financial institutions are already adopting Quinn to deliver high-quality, tailored planning rapidly and efficiently across expanding client bases.
Among its standout capabilities, Quinn enables advisor-level client onboarding in under 12 minutes and generates comprehensive financial plans in as little as 30 seconds. By automating core advisory tasks, the platform allows Certified Financial Planners to serve significantly more clients without sacrificing quality or trust. This enhanced productivity also opens up new opportunities for institutions to engage clients with premium products and services in a highly personalised context.
Ultimately, Quinn’s goal is not to replace financial advisors but to enhance their reach and effectiveness. By leveraging AI, the platform empowers institutions to offer actionable, deeply personalised advice to every client, without compromising on quality, trust, or efficiency.
The Founders’ Vision and Industry Support
For Quinn’s founders, the platform is about more than technology; it’s about expanding access to a fundamental service. CEO and co-founder Royi Markowitz, reflecting on his personal experiences, shared how the financial stress that impacted his family following his father’s early passing inspired him to pursue a solution that could help millions. He said,
My father passed away young, at 58. His financial stress played a major role, and unfortunately, his story isn’t unique. When Americans are asked about their top concerns, personal finances always top the list. I believe financial advice is a basic human need. Advisors are the doctors of the financial world, and just like with healthcare, access shouldn’t depend on your income.
CTO and co-founder Asaf Amir echoed this vision, emphasising that Quinn was created to make financial planning inclusive. Reflecting on that, he noted that,
Financial planning has long been too exclusive, serving the wealthy few. We built Quinn to change that.
Moreover, industry analysts estimate that millions of middle-income Americans lack access to personalised advice. By automating foundational elements of financial planning, Quinn empowers Certified Financial Planner professionals to focus on complex, human-centric engagements while expanding reach, potentially reshaping the wealth management landscape
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